The Emperor's New Economic Model: Decoding the Forces Driving Markets in 2026

About this episode

Greg Dowling interviews Torsten Slok about the economic forces shaping markets in 2026.

In this episode, Greg Dowling sits down with Torsten Slok , Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’s fiscal pivot and the global industrial renaissance reshaping investment opportunities. He also reveals what may be next for inflation and the Fed—and uncovers the hidden risks that could shake up markets this year. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here .

People in this episode

Host: Greg Dowling

Guest: Torsten Slok

Topics covered

• economic forces
• market trends
• AI impact
• K-shaped economy
• private credit
• global economy
• inflation

Keywords

• economic model
• market resilience
• AI
• private credit growth
• China challenges
• Europe fiscal policy
• inflation risks

Mentioned in this episode

Organizations: Apollo Global Management

Places: China, Europe

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